Unclaimed Profile

Justin Richard Lohman

SPG ADVISORS LLC·KIRKLAND, Washington

Series 65Clean record6 years registeredSPG ADVISORS LLC

11411 NE 124TH ST, KIRKLAND, WA 98034CRD# 7169728Firm CRD# 284496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Richard Lohman · KIRKLAND, WA

Registration

CRD #7169728 · SPG ADVISORS LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPG ADVISORS LLC

SPG ADVISORS LLC

Sep 2019 – Sep 2025

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 10, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPG ADVISORS LLC

CRD 284496 · SEC 801-118756

AUM

$401M

Regulatory assets under management

Employees

2,006 client accounts

Services offered by SPG ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SPG ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Justin Richard Lohman offer?

Justin Richard Lohman specializes in Financial Planning, Investment Management.

What are Justin Richard Lohman's credentials?

Justin Richard Lohman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Richard Lohman located?

Justin Richard Lohman is based in KIRKLAND, Washington, last registered with SPG ADVISORS LLC.

How does Justin Richard Lohman charge for services?

Justin Richard Lohman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPG ADVISORS LLC?

SPG ADVISORS LLC has approximately 10 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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